--00000000000087caf0061b29aacf Content-Type: multipart/alternative; boundary="00000000000087caef061b29aace" --00000000000087caef061b29aace Content-Type: text/plain; charset="UTF-8" Hi All, I'm reaching out to provide a progress update on our Project Protect the Castle growth initiative. The data below shows how many of our Project Castle Referral Accounts have a documented completed meeting in Salesforce with an Operator tagged. Reminder on our project commitment: *Each GM to have a completed meeting with all top 10 accounts for each Site by 6/28/2024. * ***Please note we only have two more weeks until this deadline!*** Shoutout to the* East Division* for the highest # of accounts with completed meetings so far! Division Total # of Accounts Total Accounts w/ Documented Meetings as of 6/17/24 % Complete as of 6/17/24 East 260 174 66.92% West 270 129 47.78% Canada 39 17 43.59% Total 569 320 56.24% East Regions Total # of Accounts Total Accounts w/ Documented Meetings as of 6/17/24 % Complete as of 6/17/24 Midwest 60 44 73.33% Northeast 80 61 76.25% Ohio JV 20 11 55.00% Southeast 100 58 58.00% Total 260 174 66.92% West Regions Total # of Accounts Total Accounts w/ Documented Meetings as of 6/17/24 % Complete as of 6/17/24 Bay Area 70 31 44.29% Craig Cares 10 3 30.00% Greater LA 50 26 52.00% Greater SD 40 7 17.50% PNW 40 19 47.50% TX AZ 60 43 71.67% Total 270 129 47.78% Canada Sites Total # of Accounts Total Accounts w/ Documented Meetings as of 6/17/24 % Complete as of 6/17/24 Toronto 10 5 50.00% Montreal 10 2 20.00% Calgary 8 7 87.50% Winnipeg 3 0 0.00% Vancouver 8 3 37.50% Total 39 17 43.59% *PROJECT CASTLE WORKBOOKS:* *West Division - Top 10 Revenue Generating Referral Accounts by Site* *East Division - Top 10 Revenue Generating Referral Accounts by Site* *Canada Division - Top 10 Revenue Generating Referral Accounts by Site* *SALESFORCE REPORTS:* Completed GM Meetings: Project Castle: COMPLETED GM Meetings **used for the data audit above** Scheduled & Completed GM Meetings: Project Castle: GM Meetings(Past/Future) *3 IMPORTANT DOCUMENTATION STEPS:* *1. Tied to Sales Initiative = Leadership Support Meeting* *2. Tag the GM/Operator in Attendance **The "Operator in Attendance?" checkbox MUST be tagged*** [image: image.png] *3. Detailed Meeting Outcome & Next Steps Notes* *DOCUMENTATION TRAINING VIDEO:* *How to Document Meetings with Internal Team Members Present (5 Minute Video)* Full written instructions on how GMs can document meetings: *HCL Salesforce Playbook* Please let me know if you have any questions. Thank you, -- Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --00000000000087caef061b29aace Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All, I'm reaching out to provide= a progress update on our Project Protect the Castle growth initiative. The= data below shows how many of our Project Castle Referral A